Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,264 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
52
shares
|
$2,983
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$2,926
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
51
shares
|
$2,926
0.0% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$2,869
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$2,869
0.0% of portfolio
|
Q3 2023
Reduced 99.92%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$2,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
49
shares
|
$2,811
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
48
shares
|
$2,754
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
44
shares
|
$2,524
0.0% of portfolio
|
Q4 2024
Reduced 94.27%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
44
shares
|
$2,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
42
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
40
shares
|
$2,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
37
shares
|
$2,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
36
shares
|
$2,065
0.0% of portfolio
|
Q4 2024
Reduced 68.14%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
35
shares
|
$2,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
35
shares
|
$2,008
0.0% of portfolio
|
Q3 2024
Reduced 75.52%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
34
shares
|
$1,950
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$1,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29
shares
|
$1,664
0.0% of portfolio
|
Q3 2024
Reduced 45.28%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
28
shares
|
$1,606
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$1,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
26
shares
|
$1,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
25
shares
|
$1,434
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
23
shares
|
$1,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
21
shares
|
$1,204
0.0% of portfolio
|
Q3 2024
Reduced 16.0%
|